BulkGate + Salesforce
Send SMS messages about new Salesforce leads with BulkGate
Want to get even more customers? Activate this template to inform your team about new Salesforce leads with BulkGate.
Want to get even more customers? Activate this template to inform your team about new Salesforce leads with BulkGate.
- When this happens...
New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
SMS - Send a Notification SMS MessageSends Notification (Transactional) SMS to specified phone number.
ActionWriteCreate a new record or update an existing record in your app.
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New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
RecordRequired
FileRequired
VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
AccountRequired
Opportunity
Create new opportunity?
Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note ContentRequired
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Warning
Salesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundPhone numberRequired
Type
Phone mobile
Phone
Title before
First name
Last name
Title after
Gender
Company name
Email
Url
Street 1
Street 2
City
Zip
State
Country code
Company number
Company vat
Note
Custom_field_0
Custom field 1
Custom field 2
Custom field 3
Custom field 4
Custom field 5
Custom field 6
Custom field 7
Custom field 8
Custom field 9
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Phone numberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NumbersRequired
Wallet
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Check Credit Balance
Checks credit balance of your BulkGate account.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
CodeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Recipient's numberRequired
Message TextRequired
Country code
Unicode (Diacritics)
Sender Type
Sending Date
Duplicates check
Variable <first_name>
Variable <last_name>
Tag
Variable <custom_field_0>
Variable <custom_field_1>
Variable <custom_field_2>
Variable <custom_field_3>
Variable <custom_field_4>
Variable <custom_field_5>
Variable <custom_field_6>
Variable <custom_field_7>
Variable <custom_field_8>
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Short URLRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.RecipientsRequired
Message Text (Viber)
Country
Sender (Viber)
Expiration (Viber)
Button caption (Viber)
Button url (Viber)
Tag
Sending Date
Duplicates check
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
New Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Record (Optional)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Disclaimer
Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCampaignRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Salesforce ObjectRequired
Description
Attachment visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Title
Description
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note
Salesforce ObjectRequired
Note Visibility
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
CC
BCC
SubjectRequired
Email FormatRequired
Sender TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE clauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDuplicity action
Groups
Group name
Type
Phone mobile
Phone
Title before
First name
Last name
Title after
Gender
Company name
Email
Url
Street 1
Street 2
City
Zip
State
Country code
Company number
Company vat
Note
Custom_field_0
Custom field 1
Custom field 2
Custom field 3
Custom field 4
Custom field 5
Custom field 6
Custom field 7
Custom field 8
Custom field 9
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Phone numberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NumbersRequired
Wallet
Source id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NumberRequired
Wallet
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Message IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Recipient's numberRequired
Country code
Language
Code type
Code length
Request quota number
Request quota identificationRequired
Sender Type
Unicode (Diacritics)
Sender (Viber)
Expiration (Viber)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.RecipientsRequired
Message TextRequired
Country
Unicode (Diacritics)
Sender Type
Tag
Sending Date
Duplicates check
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Short URLRequired
Target URLRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Target URLRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.RecipientsRequired
Message Text (Viber)
Country
Sender (Viber)Required
Expiration (Viber)
Tag
Sending Date
Duplicates check
Variable <first_name>
Variable <last_name>
Variable <custom_field_0>
Variable <custom_field_1>
Variable <custom_field_2>
Variable <custom_field_3>
Variable <custom_field_4>
Variable <custom_field_5>
Variable <custom_field_6>
Variable <custom_field_7>
Variable <custom_field_8>
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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